← All themes

Defense Modernization

Defense modernization covers the rearmament and technology refresh underway as governments raise military budgets and restock depleted inventories. Contracts are long, funded, and relatively insensitive to the economic cycle.

163 stocks

Defense Tech & C4ISR Drones & Counter-Drone Military Shipbuilding Munitions Restocking

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 GE Aerospace GE $318B	1,873	+13	+0.7%	$143B
2	2 RTX Corp RTX $253B	1,376	+6	+0.4%	$87.8B
3	3 Boeing BA $146B	1,197	+14	+1%	$68.1B
4	4 Honeywell HON $65.9B	1,113	-2	-0.2%	$59.4B
5	5 Lockheed Martin LMT $122B	905	+6	+0.7%	$43.7B
6	6 General Dynamics GD $91.4B	739	+7	+1%	$35.3B
7	7 Northrop Grumman NOC $71.5B	623	-15	-2%	$21.3B
8	8 Fluor FLR $6.21B	579	-2	-0.3%	$10.6B
9	9 Parker-Hannifin PH $120B	577	+1	+0.2%	$15.2B
10	10 L3Harris LHX $44.9B	478	+6	+1%	$6.78B
11	11 Textron TXT $12.8B	371	+15	+4%	$8.67B
12	12 Huntington Ingalls Industries HII $10.5B	318	+6	+2%	$4.04B
13	13 TransDigm Group TDG $61.7B	304	+1	+0.3%	$8.89B
14	14 KBR KBR $4.56B	298	-27	-8%	$3.12B
15	15 Hexcel HXL $6.64B	294	-6	-2%	$3.65B
16	16 Oshkosh OSK $7.92B	287	+7	+3%	$4.36B
17	17 DELISTED Triumph Group TGI	261	+1	+0.4%	$3.35B
18	18 Olin OLN $1.73B	252	+6	+2%	$2.05B
19	19 NewMarket NEU $8.21B	239	-1	-0.4%	$3.06B
20	20 BWX Technologies BWXT $12.2B	219	-3	-1%	$3.25B
21	21 CACI CACI $13.4B	215	0	0%	$1.93B
22	22 Leidos LDOS $15.4B	212	-33	-13%	$1.5B
23	23 Woodward WWD $19.2B	212	+7	+3%	$2.42B
24	24 COPT Defense Properties CDP $3.81B	211	+4	+2%	$2.54B
25	25 Curtiss-Wright CW $18.4B	207	+1	+0.5%	$2.59B